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Global Value and Income Dispatch

When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?

  • Adam Gittes
19 Sep 2021

Global Value and Income Dispatch

When rates are low (and probably going up) and spreads are about as skinny as they have ever been, where does a credit investor go to make returns?

14 Sep 2021

Emerging Markets Spotlight

There has been substantial commentary around the changing regulatory environment in China, but is this overshadowing the economic data?

13 Sep 2021

A View from Asia

What next for China? Samir discusses the regulatory clampdown including two other sectors not yet hit - housing and healthcare. 

12 Sep 2021

Under the Bonnet

A monthly portfolio update from the JOHCM UK Dynamic team in a month where the NASDAQ 100 and S&P500 made new all-time highs.

31 Aug 2021

UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.

15 Aug 2021

Under the Bonnet

The UK Dynamic team take a look at a positive month for the Fund in July.

11 Aug 2021

Emerging Markets Spotlight

Pandemic policies and the implications for emerging market investors. 

11 Aug 2021

A View from Asia

Should we even bother investing in China?

01 Aug 2021

UK Equity Income Bulletin

An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.

01 Aug 2021

Global Value and Income Dispatch

Inflation now; deflation later?

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